RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.84M
3
+$6.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.76M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Financials 10.39%
3 Healthcare 6.81%
4 Energy 6.1%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.21%
+14,800
102
$239K 0.19%
+816
103
$238K 0.19%
+6,611
104
$237K 0.19%
+2,720
105
$237K 0.19%
+4,448
106
$229K 0.18%
+1,480
107
$226K 0.18%
+1,560
108
$224K 0.18%
+8,421
109
$224K 0.18%
+8,358
110
$222K 0.18%
+3,340
111
$222K 0.18%
+3,781
112
$221K 0.18%
+389
113
$216K 0.17%
+2,600
114
$211K 0.17%
+3,200
115
$209K 0.17%
+5,465
116
$208K 0.17%
+11,198
117
$205K 0.16%
+3,281
118
$205K 0.16%
+1,455
119
$202K 0.16%
+7,902
120
$201K 0.16%
+485
121
$190K 0.15%
+10,648
122
$170K 0.14%
+15,526
123
$128K 0.1%
+10,093
124
$52K 0.04%
+10,000
125
$31K 0.02%
+10,000
1 2 3 4
5